See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,002 | $76,552+5.8% | $123,892-34.6% | $62,891+28.8% |
| Participation rate | 70.5% | 73.0%-2.5pp | 81.4%-11.0pp | 69.3%+1.1pp |
| Annual return | 18.32% | 18.68%-0.4pp | 47.52%-29.2pp | 20.14%-1.8pp |
| Employer contribution / active EE | $1,043 | $2,883-63.8% | $4,617-77.4% | $2,281-54.3% |
| Participant deferral / active EE | $5,790 | $4,840+19.6% | $5,984-3.2% | $3,203+80.8% |
| Admin fee / account holder | $12,237 | $4,826+153.6% | $8,357+46.4% | $4,296+184.9% |